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JPMorgan Chase
JPM

Overview Fund Activity

4,167 hedge funds and large institutions have $419B invested in JPMorgan Chase in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,721 increasing their positions, 1,849 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,167
Holders Change
+33
Holders Change %
+0.8%
% of All Funds
60.27%
Holding in Top 10
616
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-7.65%
% of All Funds
8.91%
New
189
Increased
1,721
Reduced
1,849
Closed
102
Calls
$8.13B
Puts
$10.6B
Net Calls
-$2.44B
Net Calls Change
-$663M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$853M
2
BlackRock
BlackRock
New York
+$787M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$535M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$323M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$301M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.29B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
3
APG Asset Management
APG Asset Management
Netherlands
-$682M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
5
Capital World Investors
Capital World Investors
California
-$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
401
Vontobel Holding
Switzerland
$58.8M -$634K -3,008 -1%
RMA
402
Roffman Miller Associates
Pennsylvania
$58.4M -$303K -1,438 -0.5%
Lido Advisors
403
Lido Advisors
California
$57.6M -$7.02M -33,296 -11%
EMPI
404
Elo Mutual Pension Insurance
Finland
$57.5M +$5.77M +27,368 +11%
Wealthfront Advisers
405
Wealthfront Advisers
California
$57.4M +$318K +1,507 +0.6%
SCP
406
Seizert Capital Partners
Michigan
$57.4M -$13.8M -65,487 -19%
NSIM
407
North Star Investment Management
Illinois
$57.3M -$1.34M -6,339 -2%
AF
408
Allworth Financial
California
$57.2M -$1.28M -6,080 -2%
PP
409
Prudential plc
United Kingdom
$57M +$4.28M +20,285 +8%
BIAS
410
Beacon Investment Advisory Services
New Jersey
$56.8M -$220K -1,041 -0.4%
AI
411
Atria Investments
North Carolina
$56.4M -$1.56M -7,417 -3%
ADEF
412
Adams Diversified Equity Fund
Maryland
$55.4M -$8.73M -41,400 -14%
DRZID
413
DePrince Race & Zollo Inc (DRZ)
Florida
$55.3M -$704K -3,341 -1%
BHC
414
Bowen Hanes & Co
Florida
$55M +$47.4M +224,677 +624%
QCM
415
Quantinno Capital Management
New York
$54.9M +$17.8M +84,437 +48%
CLGM
416
Capitolis Liquid Global Markets
New York
$54.7M -$654K -3,100 -1%
USAA
417
United Services Automobile Association
Texas
$54.3M -$15.1M -71,620 -22%
KB
418
Kimelman & Baird
New York
$54.1M -$422K -2,001 -0.8%
Renaissance Technologies
419
Renaissance Technologies
New York
$53.7M +$53.7M +254,865 New
MG
420
Markel Group
Virginia
$53.3M – – –
MIFH
421
Migdal Insurance & Financial Holdings
Israel
$53.2M +$6.96K +33 +0%
DWP
422
Daymark Wealth Partners
Ohio
$53.2M +$302K +1,997 +0.6%
IGAM
423
iA Global Asset Management
Quebec, Canada
$53M -$2.79M -13,223 -5%
CA
424
Clearstead Advisors
Ohio
$52.8M +$324K +1,538 +0.6%
PCH
425
Polar Capital Holdings
United Kingdom
$52.7M +$3.79M +17,963 +8%
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